Tax Executives Institute VA Chapter September 25, 2019 Meeting

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Date and Time

Location

Location

NewMarket Corporation - Pavilion

330 South Fourth Street

Richmond, VA 23219

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Refund Policy

Refund Policy

No Refunds

Event description

Description

This month, we welcome Jon G. Neal and Emily J. S. Winbigler of McGuireWoods and Alex Lindamood, Kathleen Hunter, Jamison Sites, and Daniel Chun of RSM US LLP to the NewMarket Pavilion for our technical session, which will run from 11-4PM. A lunch will be provided for all attendees. This event offers a total of 4 CPE credits and the cost is $65.

Agenda:

11 - 12 PM - RSM - Foreign Derived Intangible Income (FDII), Foreign Tax Credit, and Treatment of Dividends from Foreign Entities

12 - 1 PM - Lunch will be provided. (Optional to all attendees - no additional charge but please confirm your attendance).

1 - 2 PM - RSM - Continuation of Morning Topics

2 - 4 PM - McGuireWoods - Nuts & Bolts of Tax Considerations in M&A Transactions, including structuring considerations with respect thereto and recent developments post-TCJA

4 PM - Networking Cocktail Reception with Hors D'oeuvres


Bios:

Jon G. Neal - Jon is a Partner at McGuireWoods and advises clients on a broad range of corporate, partnership and international tax planning and transactional matters, including cross border mergers, joint ventures, acquisitions, divestitures, restructurings and financings. Jon also regularly advises clients on structuring investments that produce federal and state tax benefits, with an emphasis on transactions involving energy credits, new markets tax credits and historic tax credits.

Emily J. S. Winbigler - Emily is an Associate at McGuireWoods. Her practice focuses on federal and state tax matters, with particular emphasis on renewable energy investment, energy tax credits, financing transactions and corporate and partnership tax planning. She also has experience advising real estate investment trusts (REITs) and publicly traded companies in capital market transactions.

Alex Lindamood - Alex is a Partner in RSM’s Richmond office focusing on International Tax matters. He is responsible for the international tax services for RSM throughout Richmond, Baltimore, and the Washington Metro area. He leads the firm’s international tax ASC 740 practice and is the co-leader of the firm’s Global Tax Structuring group. He has almost 30 years of experience serving clients in complex international matters, including restructuring, acquisitions, IRS audits, as well as tax accounting and reporting.

Kathleen Hunter - Kathleen is a Senior Manager in RSM’s Richmond office. Kathleen has more than nineteen years of tax experience, including tax consulting, compliance, and controversy. She is a member of the firm’s international tax group, concentrating her practice on domestic and cross-border transactions involving complex international tax issues. Kathleen has advised public and private businesses on issues concerning foreign tax credit planning, foreign entity formation and classification matters, FIN 48 review, international tax compliance, income tax structuring for outbound and inbound business startups, and controlled foreign corporation/subpart F planning. Her clients include consumer products companies, service providers, and technology companies. Prior to joining RSM, Kathleen worked in a Big Four’s tax practice and within private and public company tax departments in Richmond.

Jamison Sites – Jamison is a Senior Manager in RSM’s Washington National Tax office. He has ten years of experience providing consulting and tax advisory services in the areas of international and federal tax. His clients have been from industries such as financial services, internet commerce, manufacturing, private equity, and alternative energy. He has significant experience with international supply chain restructuring as well as experience with repatriation, foreign tax credits, foreign base company income, and cost sharing agreement implementation. Mr. Sites also assists clients in determining the tax consequences of various cryptocurrency and blockchain related transactions, including advising international exchanges and providing opinion memos on initial coin offerings.

Daniel ChunDaniel is an International Tax Manager based in RSM’s McLean office. He brings a variety of experience from both industry and public accounting. He advises clients on identifying U.S. international tax exposures, cross-border transactions, international restructurings, compliance impacts of reorganizations, and also helps clients develop, implement, and update their transfer pricing policies. Daniel also develops financial models for various international tax calculations (e.g., operational transfer pricing, foreign currency transactions, foreign tax credits, FDII planning, GILTI planning) to assess potential tax benefits for clients. His clients include companies in technology, government contracting, consumer products, and construction. Prior to joining RSM, Daniel worked at a Washington-area-based multinational media company in international tax roles both in the U.S. and in Singapore, as well as at a Big Four accounting firm in New York.



Cost for the event is $65, plus processing fees (Price is the same with or without the reception).

Season Pass: If you have registered for a Season Pass, use the code that you were previously provided in the "Enter Promotional Code" section and a "Season Pass" ticket option will appear.

Reception: As you register, you will be asked to indicate if you are staying for the reception.

Please register by Monday, September 16th. This event is business casual.

Note to TEI Members Only: Don't forget to sign up for the season pass for $175!


Date and Time

Location

NewMarket Corporation - Pavilion

330 South Fourth Street

Richmond, VA 23219

View Map

Refund Policy

No Refunds

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